The Adviser Checkup Podcast

It's that time of the year when many of your minds will turn toward charitable giving. Are you feeling philanthropic? Whether you are inspired by recent events or a regular giver to important causes it's important to maximize your gifts. Learn how to engage with your adviser and gift even more effectively. Listen today to learn all about Donor Advised Funds and Private Foundations. If you are listening on Apple or Spotify, don't forget to give the show a review or rating. Thank you for your support!

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Important Disclosures: I am not a financial adviser. Information presented is for educational purposes only and should not be interpreted as financial advice. I am here to help you better your relationship with your own financial adviser, not to be one.

Kim Kardashian is not a financial adviser. Unfortunately for her she still landed in hot water with the Securities and Exchange Commission over a recent Instagram post. Listen to learn more about her case, the cryptocurrency she promoted, and how to engage your financial adviser when considering a crypto purchase.

If you are listening on Apple or Spotify, don't forget to give the show a review or rating. Thank you for your support!

Subscribe to my newsletter: advisercheckup.substack.com/welcome/

Check out my website: https://www.advisercheckup.com

Connect on Instagram: https://www.instagram.com/advisercheckup/

Important Disclosures: I am not a financial adviser. Information presented is for educational purposes only and should not be interpreted as financial advice. I am here to help you better your relationship with your own financial adviser, not to be one.

Don't be fooled by the title, neither process is easy. I'm back from maternity leave and will share with you the five reasons birth is easier than financial planning. The good news is that with both items a trained professional can make the process a whole lot easier. If you are listening on Apple or Spotify, don't forget to give the show a review or rating. Thank you for your support!

Subscribe to my newsletter: advisercheckup.substack.com/welcome/

Check out my website: https://www.advisercheckup.com

Connect on Instagram: https://www.instagram.com/advisercheckup/

Important Disclosures: I am not a financial adviser. Information presented is for educational purposes only and should not be interpreted as financial advice. I am here to help you better your relationship with your own financial adviser, not to be one.

*The Adviser Checkup Podcast will be on maternity leave for September and October. New episodes will resume on November 1*

Listen to today's special, short episode to hear more about my plans for maternity leave and learn a simple step you can take to support working mothers in the financial industry.

If you are listening on Apple or Spotify, don't forget to give the show a review or rating. Thank you for your support!

Subscribe to my newsletter: advisercheckup.substack.com/welcome/

Check out my website: https://www.advisercheckup.com

Connect on Instagram: https://www.instagram.com/advisercheckup/

Important Disclosures: I am not a financial adviser. Information presented is for educational purposes only and should not be interpreted as financial advice. I am here to help you better your relationship with your own financial adviser, not to be one.

Are you curious about how to set up your new baby or child for financial success? Learn all about types of accounts to consider such as the 529 Plan, UTMA Account, and Trusts. I will also share some important estate planning items and even a tip to consider for your newborn's future credit score. As always, I will give you the confidence to engage your investment adviser or financial planner in the conversation about your child's wealth.

If you are listening on Apple or Spotify, don't forget to give the show a review or rating. Thank you for your support!

Subscribe to my newsletter: advisercheckup.substack.com/welcome/

Check out my website: https://www.advisercheckup.com

Connect on Instagram: https://www.instagram.com/advisercheckup/

Important Disclosures: I am not a financial adviser. Information presented is for educational purposes only and should not be interpreted as financial advice. I am here to help you better your relationship with your own financial adviser, not to be one. The data and guidelines presented in this episode are relevant as of August 2022. Be sure to check applicable limits and guidelines if you are listening to this episode at a future date.

What is direct indexing and should you consider investing through this method? As with all investing methods, there are benefits and risks to direct indexing and we will discuss those here so you feel empowered to make the best decision for you and your family. This episode was inspired by Fidelity's offering of direct indexing tools for all so we will review the finer details of this particular offering as well.

The Adviser Checkup Dictionary can be found here: https://advisercheckup.substack.com/p/dictionary

If you are listening on Apple or Spotify, don't forget to give the show a review or rating. Thank you for your support!

Subscribe to my newsletter: advisercheckup.substack.com/welcome/

Check out my website: https://www.advisercheckup.com

Connect on Instagram: https://www.instagram.com/advisercheckup/

Important Disclosures: I am not a financial adviser. Information presented is for educational purposes only and should not be interpreted as financial advice. I am here to help you better your relationship with your own financial adviser, not to be one.

Now is the time to meet with your financial adviser, financial planner, or investment professional to check up on your portfolio. I will share exactly why now is a good time and offer an agenda to guide your meeting. We will discuss how to approach conversations around the bear markets, rising interest rates, tax opportunities, and inflation.

If you are listening on Apple or Spotify, don't forget to give the show a review or rating. Thank you for your support!

Subscribe to my newsletter: advisercheckup.substack.com/welcome/

Check out my website: https://www.advisercheckup.com

Connect on Instagram: https://www.instagram.com/advisercheckup/

Important Disclosures: I am not a financial adviser. Information presented is for educational purposes only and should not be interpreted as financial advice. I am here to help you better your relationship with your own financial adviser, not to be one.

What is ESG investing? Learn all about the strategy, potential issues, and ideas to invest in today's episode. We will chat more about a recent SEC ruling against a large investment adviser and understand the different investment options available.

If you are listening on Apple or Spotify, don't forget to give the show a review or rating. Thank you for your support!

Subscribe to my newsletter: advisercheckup.substack.com/welcome/

Check out my website: https://www.advisercheckup.com

Connect on Instagram: https://www.instagram.com/advisercheckup/

Important Disclosures: I am not a financial adviser. Information presented is for educational purposes only and should not be interpreted as financial advice. I am here to help you better your relationship with your own financial adviser, not to be one.

What is a bear market and what causes one? What should and shouldn't you and your adviser be doing during a bear market? Today we will discuss exactly what you can control in this market environment and some tips for navigating these uncertain times.

If you are listening on Apple or Spotify, don't forget to give the show a review or rating. Thank you for your support!

Subscribe to my newsletter: advisercheckup.substack.com/welcome/

Check out my website: https://www.advisercheckup.com

Connect on Instagram: https://www.instagram.com/advisercheckup/

Important Disclosures: I am not a financial adviser. Information presented is for educational purposes only and should not be interpreted as financial advice. I am here to help you better your relationship with your own financial adviser, not to be one.

If one adviser brings value to your financial life then shouldn't two advisers bring even more value? Today we explore the pros and cons of using multiple financial advisers and I share some scenarios where it may make sense to use more than one financial professional.

If you are listening on Apple or Spotify, don't forget to give the show a review or rating. Thank you for your support!

Subscribe to my newsletter: advisercheckup.substack.com/welcome/

Check out my website: https://www.advisercheckup.com

Connect on Instagram: https://www.instagram.com/advisercheckup/

Important Disclosures: I am not a financial adviser. Information presented is for educational purposes only and should not be interpreted as financial advice. I am here to help you better your relationship with your own financial adviser, not to be one.